← Every exhibit
Which fields make an opportunity record reviewable?
| Field | Minimum evidence | Why it stays separate |
|---|---|---|
| Unique key | Stable opportunity identifier and duplicate-match result | A row can be identifiable and still be a duplicate |
| Account link | One account or contact relationship under the declared grain | An owner cannot infer the commercial entity |
| Owner | Named accountable role or user | Assignment is not proof that the row is current |
| Current stage | Stage value plus entry event or documented evidence | A label alone is not a transition |
| Last activity or review | Timestamp and activity type | A completed field can outlive its evidence |
| Amount and currency | Numeric estimate, currency, and source rule | A number without a currency is not an interpretable amount |
| Close-date history | Current date, prior date, movement reason, and actor or process | A changed date can move a forecast population |
| Next event | Planned action, date, or trigger | A filled amount does not show a live operating path |
| Scope and status | Open, closed-won, closed-lost, or another declared state | Historical records can be useful but out of scope |
| Exception | Failed rule, reason, owner, and review date | A temporary exception must not become an invisible pass |
Swipe or scroll horizontally if the table is wider than your screen.
Reference & Evidence
Source: Table from this essay. Sources and interpretation are given in the article.
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